To find out more about joining PTFS please call our Head Office on:0121 767 1011

FREE - Back office system support

We offer our members a back office system
“Personal Touch Financial Tool Box” which
is probably the best back office
system in the UK, built by brokers for brokers.

It makes doing business highly effective.

Benefits:

Free Protection Quotation engine
with Exchange

Tracking & Reporting Functionality

Integrated Sourcing & Research Facilities

Contact Management System

Compliance guidance

Marketing support

Training support

Increased efficiency

Security

Compliance

Our Appointed Representatives receive fully comprehensive compliance support through our state-of-the-art back office system , "The Financial Services Toolbox" which guides our members through the maze of compliance in the market place.

Join as an Appointed Representative

Mandatory Criteria for Appointed Representative Status:

Competent Adviser Status within last 2 years

Minimum of £5,000 Capital Adequacy

Should you have any questions in relation to the above
criteria, or need further clarification, please contact
Regional Development Team
on 0121 767 1011 or email regionaldevelopment@personaltouchfs.com

Application Process

Complete the relevant Application Forms as above (Retain copies for your own records)

Personal Touch Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES.
All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes.
This website is for intermediary use only and is not intended for the general public.